Business Development Representative

Description

About the Role We are a growing tax and accounting firm seeking a driven, results\-oriented Business Development Representative (BDR) to expand our client base across the United States. In this role, you will be the first point of contact for prospective clients, small businesses, entrepreneurs, and individuals, guiding them from initial outreach to a booked consultation with our tax professionals. If you thrive in outbound sales, love building relationships, and are motivated by commission, this is the opportunity for you. What You'll Do * Conduct high\-volume outbound prospecting via phone, email, and LinkedIn to identify and qualify new business opportunities * Generate and manage a pipeline of leads for tax preparation, bookkeeping, payroll, and accounting services * Schedule discovery calls and consultations for senior account managers and CPAs * Respond to inbound inquiries and convert warm leads into qualified appointments * Meet and exceed weekly and monthly KPIs including calls made, emails sent, and meetings booked * Maintain accurate records of all sales activity in CRM software (HubSpot, Salesforce, or similar) * Collaborate with the marketing team on lead generation campaigns and follow\-up sequences * Stay current on tax season timelines, service offerings, and competitive landscape to speak knowledgeably with prospects Qualifications **Required:** * 1\+ years of experience in B2B sales, business development, or inside sales * Proven track record of meeting or exceeding outbound sales quotas * Excellent verbal and written communication skills * Strong ability to handle objections and build rapport quickly over the phone and via email * Comfortable working independently in a remote or hybrid environment * Proficiency with CRM platforms (HubSpot, Salesforce, Zoho, or similar) **Preferred (Nice to Have):** * Experience selling financial services, accounting services, SaaS, or professional services * Familiarity with tax and accounting terminology (tax preparation, bookkeeping, payroll, S\-Corp, LLC) * Experience using sales engagement tools such as Outreach, Salesloft, Apollo.io, or ZoomInfo * Associate's or Bachelor's degree in Business, Finance, Communications, or a related field * Bilingual (English/Spanish) a strong plus Compensation \& Benefits * Performance bonuses tied to meetings booked and closed revenue * Health, dental, and vision insurance * Paid time off (PTO) and paid federal holidays * 401(k) with company match * Remote\-friendly work environment with flexible scheduling * Ongoing sales training and professional development * Clear career path to Senior BDR, Account Executive, or Sales Manager Why Join Us We're not a faceless corporation — we're a team that genuinely cares about helping clients navigate their financial lives. You'll have real autonomy, a competitive comp plan, and the support of a team that invests in your growth. Tax season is our Super Bowl, and we want BDRs who are ready to compete and win. Schedule \& Location * Full\-time, Monday–Friday * Core hours: 9:00 AM – 5:00 PM (local time zone) * Remote Job Type: Full\-time Pay: $12,549\.07 \- $26,765\.84 per month Experience: * Tax \& Accounting Sales: 2 years (Preferred) Language: * English (Required) Work Location: Remote